Builder layout
The left rail contains the flow settings. The preview shows how the current conversation can look. The Moshi assistant can help with content and configuration.1
Select the goal
Use Goal to select Sales or Collect leads.
2
Select the flow type
Use How leads reach Moshi to select a flow type.
The selection changes the available cards.
3
Name the flow
Give the flow a name that your team can identify later.
4
Set the greeting
Add the first message that Moshi sends in the conversation.
5
Complete the stage cards
Add the required content for the selected goal and flow type.
Review the preview after each main change.
Common stage cards
Each flow type also adds its own cards.
An Embedded Form can show form, handoff, qualification, and follow-up settings.
The preview reflects draft content.
Use a prepared flow in the Simulator to test agent responses before launch.
Draft changes do not replace the configuration used by an existing Simulator flow.
Assistant changes
Review every assistant change in the builder. Confirm that the draft matches your brand and required customer path.Test your sales agent
Check answers and the customer path before launch.